Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History

Avondale Wealth Management

$150 Million
Q4 2024

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 40,111 shares of DUHP stock, worth $1.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

40,111

Previous 246,780 83.75%

Holding current value

$1.4 Million

Previous $8.41 Million 83.88%

% of portfolio

0.9%

Previous 5.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$33.62 - $35.69 $6.95 Million - $7.38 Million	-206,669 Reduced 83.75%	40,111 $1.36 Million
Q3 2024 Oct 10, 2024	BUY	$30.74 - $34.07 $186,407 - $206,600	6,064 Added 2.52%	246,780 $8.41 Million
Q2 2024 Jul 12, 2024	BUY	$29.72 - $32.4 $254,373 - $277,311	8,559 Added 3.69%	240,716 $7.7 Million
Q1 2024 Apr 02, 2024	BUY	$28.16 - $31.61 $200,780 - $225,379	7,130 Added 3.17%	232,157 $7.34 Million
Q4 2023 Jan 10, 2024	BUY	$24.79 - $28.64 $1.25 Million - $1.44 Million	50,262 Added 28.76%	225,027 $6.44 Million
Q3 2023 Oct 10, 2023	BUY	$25.64 - $27.32 $4.48 Million - $4.77 Million	174,765 New	174,765 $4.49 Million

Others Institutions Holding DUHP

# of Institutions

346

Shares Held

209M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avondale Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Avondale Wealth Management with notifications on news.

Account

Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History